PANews Editor's Note: PANews has curated a selection of high-quality content from the week to help you catch up over the weekend. Click the titles to read.
Products of the AI Hype
Meta Made a Decision, Storage Stocks Plunged
Meta is building a cloud computing business to sell AI computing power. The news sent Meta's stock soaring but tanked U.S. AI infrastructure stocks like CoreWeave and Nebius. Is an AI computing power surplus warning upon us?
Broadcom and Marvell are Taking Over the Underlying Narrative of AI Data Centers
Broadcom is about ASICs, Marvell is about optical interconnects.
The Token Economy is Broken
Microsoft revoking the Claude Code license prompts reflection: AI coding tools' Token consumption is skyrocketing but output is lacking. The "token uneconomy" phenomenon is spreading, with model pricing strategies and agent hidden costs becoming key pain points.
Chinese Air Conditioners Are Selling Out in Europe, Foreigners are Desperately Using AI to Beat Scalpers
AI agents entering the real world might not start with grand narratives, but perhaps with a sold-out air conditioner.
South Korea's Great AI Leap Forward
Samsung and SK Hynix are betting the nation on semiconductors, pledging 4,800 trillion won in investment over ten years. From the Miracle on the Han River to the 1997 crisis, the successes and failures of the state-led system are playing out again. Can this gamble avoid historical lessons?
Macro Insights
PANews June 2026 Top Columnist Content Rankings
PANews Top 10 Column Articles for June are out, with newly joined column authors taking half the spots. AI research institute Think AI contributed 2 popular articles.
PA Infographic | A Look at Major Web3 Events in July 2026
More comprehensive coverage, flexible filtering, easy export. Welcome to try PANews' new crypto calendar. Check PANews' July crypto calendar: The U.S. will release June non-farm payrolls, CPI data; EU MiCA transition period ends, Clarity Act discussions advance; multiple token unlocks, WebX 2026, and the World Cup final take place. The market in July seeks new directions amid liquidity expectations, policy implementation, and ecosystem rotations.
ByteDance Employee Quits After Making 30 Million from Stocks: How I Accidentally Got into the Storage Rally by Buying a Hard Drive on Pinduoduo. How Can Regular People Capture 'Everyday Information' for Trading?
Pay attention to anomalies in daily life, ask why one more level, find the listed company behind it, then check with 13F filings to see if professional money agrees. Next time something you buy regularly gets more expensive for no reason, think: who's profiting? Is that company already public?
The Easy Money Era is Over! How to Trade in July? The Storage Price Surge, Dollar & Asian Stock Market Bull/Bear Scripts
From Micron's earnings, the storage "family massacre," Tokenmaxxing, Hyperscaler CapEx, all the way to Chinese TRS controls, dollar & treasury risks, and Microsoft's surrender.
Serenity's Robot Sector Plays: Average Return 164.4%! Deep Dive into 10 Core Robotics & Supply Chain Picks
The 'White-haired Stock God' Serenity is bullish on the robot boom, with a deep analysis of 10 top supply chain picks. Long-term bets on VPG and Leaderdrive, as the humanoid robot mass production opportunity arrives.
Institutional & Celebrity Brainwaves
Bitwise CIO: STRC Plunge is a Bottom Signal, Bull Market to Start in Autumn
The market needs to fall to extreme pessimism for a reversal catalyst to emerge.
Primitive Seminar Notes: OpenAI Growth Slows, Meta Has Computing Surplus, AI Mania Returning to Rationality
BTC is currently being pulled more by external forces like tech momentum, gold correlation, and macro liquidity, with native industry catalysts having a diluted impact.
Forbes: How to Position for Altcoins in 2026?
If an altcoin recovery truly arrives, it will likely look different from past bull markets.
a16z on the New AI Cycle: Robots Become Tech's New Protagonist, AI Companies Getting 'Lighter'
The revival of asset-heavy "physical" economies, efficiency gains for AI companies, and retail sector productivity.
Catching Early Opportunities
ByteDance Employee Turns 20k into 2 Million? Uncovering the Truth Behind the Fortune's "Zero-Day Options"
That ByteDance wunderkind might not be a genius, but an ordinary person under countless survivor biases.
The Market Trades on Expectations, But You're Waiting for Answers
Behind 'sell the news' and 'buy the rumor,' money has already priced it in early. Understand the expectation gap to grasp moves in BTC, gold, etc.
How Can Regular People Get into the Robot Sector? Bet on the Whole Supply Chain with ETFs
The first half of AI is cloud and software; the second half is the physical world.
Unveiling Collector Crypt: The Capital Recycling Game Behind $62 Million in Revenue
Over 90% of Collector Crypt's capital is controlled by bots, with funds traceable to a single source.
Trading is More Than Buying & Selling: A Comprehensive Pitfall Guide on Position Sizing, Tools & Cycles
Reconstruct your trading system, use capital flow logic to navigate the market's high-dimensional system, master the underlying logic of position management and profit sources.
Web3 Stuff
Robinhood Chain Mainnet Launch: Crypto Protocols Line Up, dYdX Unexpectedly "Steals the Spotlight"
Robinhood Chain mainnet goes live, launching tokenized stocks, on-chain lending, AI trading products simultaneously, sending its stock to a 6-month high. Meanwhile, Robinhood Chain gathered a group of crypto protocols, with dYdX stirring community controversy by launching Arcus separately, causing DYDX to plunge 40% intraday.
Venice AI Raises $65M, Equity+Token Structure Sparks Community Debate
Hybrid financing structure raises questions about token value.
Stripe Rallies 140 Giants to Issue a Coin, Stablecoin War Heats Up on the Distribution Front
The Open Standard Alliance, with 140 fintech giants, launches the dollar stablecoin OUSD. Its profit-sharing model directly challenges the USDC & USDT duopoly, sending Circle's stock down 17%, signaling a power shift in the stablecoin arena.
MicroStrategy Releases Self-Rescue Playbook, The Game Theory and Calculations Behind the $1.25 Billion BTC Sale Plan
MicroStrategy abandons "mindless hoarding" for a digital credit capital framework, unveiling a $2 billion buyback and $1.25 billion BTC monetization plan. Faith broken or self-rescue evolution?
Ansem Airdrop Brings Back Celebrity Shill Effects: When the Market is Flat, Smart Money is Watching KOLs' Tweets
Opportunities and traps in crypto are always close together. No matter what, you gotta stay in the game.
Why Do Crypto Projects Keep Rebranding?
Is brand equity less important than narrative heat? Analyzing the liquidity resets and historical escape risks behind "rebranding and retokening" for projects like Story Protocol and TON.
Key News Briefs
-
Meta Considering Partnership with Samsung to Produce 10 Trillion Won Custom AI Chips
-
Bitcoin Spot ETFs See Total Net Inflow of $222M Yesterday, Turning to Net Inflow After 10 Consecutive Days of Outflows
-
'Big Short' Michael Burry: Has Shorted Micron Technology Stock
-
US June Seasonally Adjusted Non-Farm Payrolls: 57K, Unemployment Rate 4.2%, Both Below Expectations
-
Unitree Robotics Approved for IPO Registration on Sci-Tech Innovation Board (STAR Market)
-
Avalanche Treasury Corp Stock Plunges 93%, Reports to SEC It May Not Be a Going Concern
-
Ethereum Foundation Releases New Policy Guide Outlining Government and Institutional Use Cases
-
EU MiCA Amendments Kick Off on Day of Enforcement, Stablecoins and Cross-Border Equivalence Key Focus
-
Venice AI Founder Discloses Series A Details: This Round's Investors Get 8.98% Equity, 1.5 Million VVV Tokens Vesting, and an 8-Year Option to Buy 5 Million VVV
-
Ark Invest Bought Over $75 Million in Crypto-Related Stocks in June
-
Circle Removed from Multiple Russell Growth Indexes, Including Russell 1000, Russell 3000
-
Circle Stock Fell 17.55% Tuesday on Open USD Competition, Analysts Say Fears 'Overblown'
-
Samsung Announces 2,655 Trillion Won Investment Plan
-
Nearly 20 Semiconductor Companies Start New Round of Price Hikes, Effective July 1
-
South Korea Unveils Large-Scale Chip & AI Data Center Project Plan
-
ANSEM Deployer Only Profited $5,500, Transferred 650 Million Tokens Now Worth Over $120 Million
-
Arthur Hayes: Hypercall Could Become a Strong Competitor to Deribit
